WorkThe story, in brief
AI Made Building Software Free And Selling It Brutally Expensive
AI made building software free. Selling it just got 10x harder.
The KeyNews take
Why it matters
As AI commoditizes software development, the competitive moat has shifted from engineering talent to go-to-market strategy. Enterprise leaders and VCs need to rethink how they evaluate software companies and allocate capital.
The key facts
4 to knowBox CEO Aaron Levie on software economics shift post-AI
Enterprise GTM costs rising despite lower development costs
Competitive moat moving from code to trust, distribution, and consultative selling
Implications for venture strategy and software company valuations
Go to the source
Forbes Innovationforbes.com
Publisher excerpt: AI tools have made software development nearly free; but enterprise GTM costs are rising, not falling. Box CEO Aaron Levie explains why the moat in software has moved from code to trust, distribution, and consultative selling, and what that means for the next wave of venture bets.